LPD 0.00% 0.2¢ lepidico ltd

Ann: Lepidico - Corporate Update Presentation, page-68

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  1. 3,113 Posts.
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    Hi In4p,

    I think you misread what I said.

    I said that there is nothing stopping LPD from announcing binging cs offtake with non-disclosure of the customer. I wouldnt expect them to then go into detail about anything. There would be no requirement too. It simply informs shareholders there is a purchaser.
    They could actually even discuss the reasonings for why limited information would be included in said announcement ie
    • opaque market and therefore only a few consumers that prefer not be known
    • if mentioning the particular chemical sale say for example sulfate it may reveal details of point one above so again non-disclosure
    • market supply and demand and thus pricing - part of the deal was no disclosure on price, product or buyer.

    This would inform the market and would be seen in a positive rather than negative light.

    If you are actually saying that the above sort of announcement would jeopardies the project or deal can you please elaborate on why?
 
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